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HFM Investment Advisors’s Worthington Enterprises WOR Stock Holding History

HFM Investment Advisors’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323 Buy
6
+4
+200% +$223 ﹤0.01% 1112
2026
Q1 		$104 Hold
2
– – ﹤0.01% 1114
2025
Q4 		$104 Hold
2
– – ﹤0.01% 1167
2025
Q3 		$111 Sell
2
-2
-50% -$126 ﹤0.01% 1139
2025
Q2 		$255 Buy
4
+3
+300% +$166 ﹤0.01% 910
2025
Q1 		$51 Buy
+1
New +$42 ﹤0.01% 1049

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFM Investment Advisors's WOR Position: Q2 2026 in Review

HFM Investment Advisors increased its Worthington Enterprises (WOR) stake by 200% in Q2 2026, buying an estimated $223 and bringing the position to 6 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

HFM Investment Advisors first reported a position in WOR in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • HFM Investment Advisors held 6 shares of Worthington Enterprises worth $323 as of Q2 2026.
  • HFM Investment Advisors bought 4 Worthington Enterprises shares in Q2 2026, an estimated $223.
  • Worthington Enterprises made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1112 holding.
  • HFM Investment Advisors first reported a position in Worthington Enterprises in Q1 2025 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.